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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

IRS updates its Employee Plans Compliance Resolution System (EPCRS)

TAX ALERT

IRS updates its Employee Plans Compliance Resolution System (EPCRS)

EPCRS is a summary of the rules that the IRS uses to assist employers in correcting retirement plan mistakes without disqualifying the plan.

  • Joni Andrioff, Katie Beaver
  • |
  • July 19, 2021
Employer health reimbursement arrangements

INSIGHT ARTICLE

Employer health reimbursement arrangements

Employers have options for reimbursing employees for health insurance premiums and expenses on a tax-advantaged basis.

  • Jill Harris
  • |
  • July 15, 2021
Missing participants in a retirement plan

INSIGHT ARTICLE

Missing participants in a retirement plan

A retirement plan is required to maintain contact information for participants and beneficiaries who are owed a benefit under the plan.

  • Joni Andrioff
  • |
  • July 13, 2021

INSIGHT ARTICLE

Retirement plan target date fund selection process

With the popularity of target date funds, plan sponsors face critical decisions when determining an investment lineup.

  • Brent Hulbert
  • |
  • June 21, 2021

INSIGHT ARTICLE

Retirement Report: Third Quarter 2021

In this issue of the Retirement Advisory Report, we discuss 2021 updates to regulations that may affect you and your retirement plan.

  • June 18, 2021
Student loans and their effect on retirement

INSIGHT ARTICLE

Student loans and their effect on retirement

Repaying student loans is a win, but employees are missing out on contributing to their retirement and employer matching contributions.

  • May 04, 2021
Retirement Report: Second Quarter 2021

INSIGHT ARTICLE

Retirement Report: Second Quarter 2021

In this issue, we discuss updates to regulations that may affect you and your retirement plan. Learn more now.

  • April 14, 2021
2021 Saver’s Credit

INSIGHT ARTICLE

2021 Saver’s Credit

Individuals may be eligible for a valuable incentive to reduce federal income tax liability for contributing to a 401(k) plan.

  • March 01, 2021
Understanding revenue sharing

INSIGHT ARTICLE

Understanding revenue sharing

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.

  • February 16, 2021
Plan documents: Save or purge?

INSIGHT ARTICLE

Plan documents: Save or purge?

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.

  • February 15, 2021